By Christian Takushi MA UZH, Macro Economist & Geopolitical Strategist. 14 April 2018 – Switzerland. (the public release was delayed by 6 hours) The USA, France and Britain have taken action against Syria overnight. The air strikes by Naval and Air allied forces is a limited & focused strike. US Central Command’s…

By Christian Takushi, Macro Economist & Geopolitical Strategist, Switzerland – 8 Nov 2018. Since 2015 we are warning that the US-Iran Deal has set the Middle East on a path for two wars, and that Saudi Arabia would clash with an assertive Iran before a regional alliance shall take on Israel. Our…

By Christian Takushi MA UZH, 8 Oct 2017 – Switzerland. Putting the current crisis in Catalonia into historical and geopolitical perspective. The Catalonian Crisis is affecting Spain, the EU and may be reaching as far as the Middle East. It has come at a vulnerable moment on the global geopolitical landscape. The violent…

By Christian Takushi, Switzerland – 4 November 2016 Dear reader The 3-4 weeks leading to the US Elections are as expected a tense “radio silence”, with many decision makers in waiting mode. Nevertheless, some developments deserve our attention. Their timing and inter-connection call for close monitoring. Interestingly, some of these developments…

By Christian Takushi MA UZH, Switzerland, 17 Sept 2016, released to public on 19 Oct 2016. Introduction: Three countries should be on our radar this Q4: The USA, Germany and Turkey. Although no major event is due in Germany, global events are influencing the political process there in a way…

By Christian Takushi MA UZH, Switzerland, 9 September 2016 As usual we focus on recent developments that are being underestimated by consensus. Most likely due to consensus excessive focus on the FED and surprising economic data, but also due to one-sided coverage by the media. I will also touch on…

EDITORIAL: British people brave the threats. By Christian Takushi MA UZH, 30 June 2016 – Switzerland 1) Introduction As we warned in Fall 2015 and more recently on 7 Jan 2016 (editorial) and 17 June 2016 (outlook), political & financial experts grossly underestimated the risk of BREXIT (Britain exiting the EU)….

Christian was invited by the CFA Society to give an update of his Global Geopolitical Macro Research. He points to the growing convergence of global macro and geopolitical forces. New emerging powers are asserting their interests ever more aggressively and are going largely unchecked by the West. While people talk…

By Christian Takushi, on 7 Jan 2016, featured map from Wikipedia. (See also video from 21 Jan 2016) 1) FED to weaken USD to shield US economy Geopolitical and political risks have not been fully priced in yet. Over the past 7 years Central Bankers have manipulated financial asset prices. They…

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We are an independent geopolitical research boutique. We identify & analyse risks that are underestimated by consensus, but relevant for the economy. Christian Takushi is a Swiss-Peruvian Macro Economist & Geopolitical Strategist. He has served 25 years in the global investment industry, appeared on Bloomberg TV, radio, newspapers, and lectured at elite schools.
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